MWA
Monograph Wealth Advisors’s FlexShares Global Upstream Natural Resources Index Fund GUNR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Hold |
8,555
| – | – | 0.04% | 99 |
|
|
2025
Q1 | $332K | Hold |
8,555
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $311K | Hold |
8,555
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $353K | Hold |
8,555
| – | – | 0.05% | 88 |
|
|
2024
Q2 | $343K | Hold |
8,555
| – | – | 0.05% | 84 |
|
|
2024
Q1 | $351K | Hold |
8,555
| – | – | 0.05% | 119 |
|
|
2023
Q4 | $350K | Buy |
8,555
+290
| +4% | +$11.9K | 0.06% | 76 |
|
|
2023
Q3 | $334K | Hold |
8,265
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $331K | Hold |
8,265
| – | – | 0.07% | 65 |
|
|
2023
Q1 | $350K | Hold |
8,265
| – | – | 0.08% | 63 |
|
|
2022
Q4 | $359K | Hold |
8,265
| – | – | 0.1% | 64 |
|
|
2022
Q3 | $311K | Hold |
8,265
| – | – | 0.1% | 57 |
|
|
2022
Q2 | $328K | Hold |
8,265
| – | – | 0.1% | 57 |
|
|
2022
Q1 | $387K | Hold |
8,265
| – | – | 0.1% | 60 |
|
|
2021
Q4 | $326K | Buy |
+8,265
| New | +$326K | 0.08% | 65 |
|